Review Salesforce leads with captured company research
Bring lead records and relevant company page findings together for a more focused recurring prospect review.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List leads
Lists leads from salesforce using soql query, allowing flexible filtering, sorting, and field selection.
Why this helps
Lead review becomes fragmented when company research and prospect records are checked in separate sessions.
- See lead records alongside supplied company research.
- Make prospect reviews easier to scan.
- Flag records where the research suggests a useful follow-up.
Setup
Build it in a few focused steps.
- 1Connect CaptureKit and Salesforce once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name the lead research review.
- 3Describe which supplied company findings to use to search Salesforce leads and what context or follow-up signal to summarize.
- 4Choose a notis_cron schedule and report channel.
- 5Test with one real company capture and verify the lead results.
Questions about this workflow
Where does the lead research come from?
Provide the CaptureKit pages or results the scheduled automation should review. The schedule alone does not discover new pages.
Can it create a follow-up action?
This workflow lists leads and summarizes findings. A separate instruction and Salesforce task action would be needed to create follow-up tasks.
How does it match a lead?
Tell Notis which captured details to use in its Salesforce lead query. Results depend on the information available in both systems.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link CaptureKit to Salesforce. A trigger fires from one place; an action lands in another.
CaptureKit triggers
Salesforce actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Salesforce Account
Deprecated: creates a new salesforce account using a json post request, requiring 'name'; specific fields (e.g., custom, dunsnumber) may have org-level prerequisites.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Add contact to campaign
Adds a contact to a campaign by creating a campaignmember record, allowing you to track campaign engagement.
Add lead to campaign
Adds a lead to a campaign by creating a campaignmember record, allowing you to track campaign engagement.
Add product to opportunity
Adds a product (line item) to an opportunity. the product must exist in a pricebook entry that's associated with the opportunity's pricebook.
Apply lead assignment rules
Applies configured lead assignment rules to a specific lead, automatically routing it to the appropriate owner based on your organization's rules.
Associate contact to account
Associates a contact with an account by updating the contact's accountid field.
Clone opportunity with products
Clones an opportunity and optionally its products (line items). creates a new opportunity with the same field values and products as the original.
Clone record
Creates a copy of an existing salesforce record by reading its data, removing system fields, and creating a new record. optionally apply field updates to the clone.
Connect any two apps with Notis in the middle.
CaptureKit and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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